SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,340 | -2.2% | 140 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $7,505 | +3.5% | 140 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $7,251 | +3.6% | 140 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $7,000 | -12.5% | 140 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $8,000 | -50.0% | 140 | -50.0% | 0.00% | +33.3% |
| Q1 2022 | $16,000 | +77.8% | 280 | +100.0% | 0.00% | -25.0% |
| Q4 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $9,000 | 0.0% | 140 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $9,000 | +12.5% | 140 | 0.0% | 0.01% | +16.7% |
| Q2 2020 | $8,000 | -46.7% | 140 | -47.0% | 0.01% | -57.1% |
| Q1 2020 | $15,000 | 0.0% | 264 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $15,000 | – | 264 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
| NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
| Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
| Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
| Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
| LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
| Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
| RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
| Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
| SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |